James T. Lermitte

PERSIMMON CAPITAL MANAGEMENT

BLUE BELL, PA 19422

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CRD#: 6417986

Professional summary

James Todd Lermitte is a registered financial advisor currently at PERSIMMON CAPITAL MANAGEMENT located in Blue Bell, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SOS ADVERTISING LLC POSITION: Partner NATURE: Business Owner NOT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2014 ADDRESS: Harrisonburg VA , United States DESCRIPTION: Partner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Todd Lermitte's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2025 - Present

PERSIMMON CAPITAL MANAGEMENT

Office #1: 1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422

RIA

CRD#: 334563

BLUE BELL, PA

Past

February 16, 2022 - July 3, 2025

DAKOTA WEALTH, LLC

RIA

CRD#: 297987

BLUE BELL, PA

Past

January 26, 2015 - February 18, 2022

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

DOYLESTOWN, PA

Past

December 11, 2014 - February 18, 2022

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

DOYLESTOWN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERSIMMON CAPITAL MANAGEMENT

PERSIMMON CAPITAL MANAGEMENT | PERSIMMON CAPITAL MANAGEMENT, LP

CRD#: 334563 / SEC#: 801-131898

RIA

Registered Investment Advisory firm - (2/4/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/16/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/11/2014

General Securities Representative Examination

Current Firm

PERSIMMON CAPITAL MANAGEMENT

PERSIMMON CAPITAL MANAGEMENT | PERSIMMON CAPITAL MANAGEMENT, LP

CRD#: 334563 / SEC#: 801-131898

RIA

Registered Investment Advisory firm - (2/4/2025 Approved)

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Contact information

Main Address

1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422

Mailing Address

Phone number

(484) 572-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (9/29/2025)

Regulatory assets under management

Total Number of Accounts	578
AUM (Assets Under Management)	$ 341,222,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James T. Lermitte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Todd Lermitte's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSIMMON CAPITAL MANAGEMENT

DAKOTA WEALTH, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PERSIMMON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/11/2014

Current Firm

PERSIMMON CAPITAL MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSIMMON CAPITAL MANAGEMENT

TRUST BUT VERIFY

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